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We offer a variety of personalized bookkeeping and accounting services.  Choose an option that is right for you.

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Clio AP Badge (1)

This is our most exciting option, combining both Profit First Implementation and Management, along with managing your ongoing bookkeeping tasks, as listed below.

  • profit first profitability assessments
  • profit first implementation and upkeep
  • profit first twice monthly transfers
  • profit first quarterly distributions and re-assessments
  • accounts receivables/creating invoices
  • managing past due collections
  • bill pay and cash flow management
  • running payroll
  • paying payroll taxes and filing payroll forms
  • budgeting and forecasting
  • managing subcontractors pay
  • sales tax forms and payments
  • third party software recommendations
  • policy procedural manual
  • sales commissions, bonus and royalties management
  • third party software ongoing support
  • managing basic inventory practices
  • filing I-9, W-9, 1099, 1096
  • filing I-9, W-3, W-2
  • online banking management